About James V. Conrad

I am a CPA who only provides comprehensive financial planning services and products. From a simple Roth IRA to the most complex estate or business succession plan, my experience in public accounting helps me help clients keep more of what they earn. Taxes can be a huge drain on growing and transferring wealth. Everything we do in the investment management and estate planning areas includes a keen eye on taxes. I am certain that my tax experience provides a unique advantage to my clients.

Accountant Details

Education and Degrees

BS Accounting 1987 - IUP Securities Licenses: 6, 62, 63, and 65 Life, health, and annuity licensed Licensed to serve clients in numerous states throughout the country

Languages Spoken

James Conrad provides accounting services to clients in the following language(s):

  • English

Specialties and Skills:

Contact the accountant directly to find out about learn more about their skills and specialties, since not all may be listed. All CPAs, including James Conrad, have at the minimum an undergraduate degree in accounting verified by the state board of accountancy, and have passed a rigorous national exam. All certified public accountants must also adhere to mandated continuing education requirements, set by the state in which they are licensed.

  • Basic Accounting Services

Industry Specialties

  • No Industry Specialties

Professional Memberships

AICPA, PICPA, FPA, NAIFA, MDRT

Contact Information

Address:

James Conrad
103 North Meadows Drive, Suite 231
Wexford, PA 15090

Phone Number: Click to Show
Fax Number: 724-940-4336
Website:

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Note: Pennsylvania Certified Public Accountants are licensed and certified to provide independent attest services which includes the audit and review of financial statements which may be required by third parties to provide a level of assurance that the financials accurately reflect the financial condition of the company or individual. If you need accounting, bookkeeping and tax preparation services for your business located in or around Wexford, Pennsylvania or you just want your individual income tax return prepared, use our search to find a local accountant.